Record Expenses Without Paperwork

Manually enter expense details directly into Synced when no receipt or documentation is available.

Updated

Overview

This guide explains how to enter expenses in the system when documentation is unavailable.

Step 1: Start a New Expense Entry

  • Select the yellow '+' button from the dashboard's top navigation
  • Choose "Add Expense" from the resulting options

Step 2: Enter Expense Details

Complete these fields in the pop-up window:

  1. Supplier - Add or select from the dropdown the name of the merchant
  2. Account - Choose the appropriate category (e.g., Travel, Office Supplies)
  3. Date - Enter the date of the expense
  4. Amount - Input the total amount spent
  5. Details - Optionally add a brief note or description for future reference
  6. Paid From - Enter the account that the expense was incurred on

After completing these fields, click 'Add Expense' to save the record.

Accessing Your Expense Records

To review or modify an expense after initial entry, navigate to Inbox > Processed within the system.